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iShares Core S&P 500 ETF
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Overview Fund Activity

2,250 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 995 increasing their positions, 804 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,250
Holders Change
+9
Holders Change %
+0.4%
% of All Funds
39.52%
Holding in Top 10
726
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.69%
% of All Funds
12.75%
New
104
Increased
995
Reduced
804
Closed
56
Calls
$196M
Puts
$496M
Net Calls
-$300M
Net Calls Change
-$192M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$1.37B
2
BlackRock
BlackRock
New York
+$1.32B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$821M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$756M
5
Franklin Resources
Franklin Resources
California
+$701M

Top Sellers

1
KFS
Kelly Financial Services
Massachusetts
-$7.27B
2
Bank of America
Bank of America
North Carolina
-$6.79B
3
IMCOOI
Investment Management Corp of Ontario (IMCO)
Canada
-$1.08B
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$915M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
1476
Harbour Capital Advisors
Virginia
$1.51M +$190K +441 +14%
SWMP
1477
Signature Wealth Management Partners
New Jersey
$1.5M -$152K -353 -9%
SPA
1478
Sentinel Pension Advisors
Massachusetts
$1.5M -$88.8K -206 -6%
LSA
1479
Lion Street Advisors
Texas
$1.49M +$1.49M +3,465 New
BOPW
1480
Brandywine Oak Private Wealth
Pennsylvania
$1.49M +$9.04K +21 +0.6%
ECM
1481
Evergreen Capital Management
Washington
$1.48M – – –
HC
1482
Hatton Consulting
Arizona
$1.47M – – –
SIS
1483
SVB Investment Services
Utah
$1.47M +$127K +294 +9%
PP
1484
Patron Partners
Texas
$1.47M +$246K +571 +20%
CIC
1485
Cutler Investment Counsel
Oregon
$1.46M +$37K +86 +3%
ZIM
1486
Zacks Investment Management
Illinois
$1.46M +$715K +1,659 +96%
CA
1487
Cortland Associates
Missouri
$1.45M – – –
RCM
1488
Regency Capital Management
Hawaii
$1.45M -$31.9K -74 -2%
ACP
1489
Aviance Capital Partners
Florida
$1.44M -$431 -1 -0%
EGA
1490
E&G Advisors
Texas
$1.44M +$1.44M +3,339 New
CW
1491
Cabot-Wellington
Massachusetts
$1.44M – – –
PWW
1492
Pettyjohn Wood & White
Virginia
$1.43M – – –
LBD
1493
Landsberg Bennett & Dubbaneh
Florida
$1.43M +$102K +234 +8%
PA
1494
Parkside Advisors
California
$1.42M +$158K +367 +13%
CFS
1495
Cannon Financial Strategists
Georgia
$1.41M +$7.32K +17 +0.5%
NRI
1496
NFP Retirement Inc
California
$1.41M +$590K +1,369 +72%
Invesco
1497
Invesco
Georgia
$1.41M +$782K +1,814 +125%
BCM
1498
Brookmont Capital Management
Texas
$1.4M +$37.1K +86 +3%
LA
1499
Legacy Advisors
Pennsylvania
$1.4M – – –
BW
1500
Bison Wealth
Georgia
$1.39M +$861 +2 +0.1%
58 59
60
61 62